Infodemic: The Frontier bankruptcy rumors

Looking past the debunked bankruptcy rumors to the source in order to understand a potential strategic move

Slowing middle class expansion lags capacity growth in Latin America

The disconnect is not yet concerning for the region, however a trend worth nothing. Latin America has not regained the emergence of the middle class at a rate it was seeing prior to 2020.

A320-200 fleet demographics and values - January 2026

Aviation's power dynamic in 2026

Engine OEMs, Airframers, and Airlines. It all comes down to the "Or What?"

Regional aviation market enters era of stability and renewed demand

Regional aviation shows surprising resilience post-COVID with growth exceeding sector rates, limited production options creating stability.

Could Delta's 787-10 order be a win for Airbus?

Delta just ordered 30 787s, resurrecting a 2005 order from Northwest. Could this ultimately be a win for Airbus?

Delta 787-10 order matches widebody strategy – boosts A350 prospects

Delta's return to the Boeing 787 after a decade hints at widebody reshuffling across US airlines amid supply constraints.

Narrowbody engine lease rates eclipse aircraft in unsustainable trend

New generation narrowbody engines face durability challenges creating unsustainable market dynamics with engine lease rates now exceeding aircraft

Aging 777 fleet operations threatened by PW4000 parts scarcity

PW4000-powered 777 fleets face critical spare parts shortages and MRO capacity constraints, forcing operators to reduce aircraft utilization.

Aircraft Intelligence Monthly - January 2026

Engine maintenance values continue to outpace aircraft. 737-800 expected to achieve six-year economic advantage over 737-8. 737NG and A320CEO first shop visit wave yet to arrive. Traffic shifting from traditional economic relationship. 2026 forecast suggests airlines will adjust to overcapacity by 2030. Low-cost overcapacity in US still masking overall market health. Widebody shift benefits both Boeing and Airbus. Delta 787-10 order matches widebody strategy – boosts A350 prospects

Record backlogs: 2025 widebody orders soar despite production lags

Record widebody orders in 2025 create unprecedented backlogs despite production constraints, raising questions about supply-demand balance.

Singapore Airlines proves growth not required for profitability

Singapore Airlines maintains strong profitability despite limited growth, challenging aviation's "grow or die" philosophy as a future model.

LEAP-1A/1B intervals extending, but remain well below CFM56

LEAP engines show modest maintenance improvements but still fall far short of CFM56 performance, with shop visits driven by HPT issues.

A321-200 fleet demographics and values - December 2025

A330neo tailwinds expected to lift fleet as Trent 7000 problems resolve

A330neo poised for growth as Trent 7000 engine durability improves dramatically and widebody shortages create market opportunities ahead.

Wave of 12-year lease expirations arriving by 2030

Massive wave of aircraft lease expirations expected 2025-2030, creating opportunities and challenges for mid-life aircraft market dynamics.

MD-11 grounding shows need for replacement widebody freighter

MD-11 grounding exposes critical gap in widebody freighter capacity as cargo airlines face limited replacement options through 2032.

Aircraft Intelligence Monthly - December 2025

Record backlogs: 2025 widebody orders soar despite production lags. Aging 777 fleet operations threatened by PW4000 parts scarcity. Narrowbody engine lease rates eclipse aircraft in unsustainable trend. Slowing conversions stabilizing 737-800 freighter market. Regional aviation market enters era of stability and renewed demand. Slowing middle-class expansion lags capacity growth in Latin America.

Widebody production signals ongoing shortage

Widebody aircraft production lags demand, creating capacity shortage after pandemic overcapacity reset and aircraft retirements drive supply constraints.

The case for the A330neo

Is the A330-900 the most underrated aircraft today?

Long-range narrowbodies complement, not compete with widebodies

Long-range narrowbody aircraft create new routes and complement existing widebody operations, with data showing successful market development patterns.

A320 groundings - There was no solar flare

Where was the intense solar radiation that could impact flight control electronics? We can't find it.

Shop visit economics drive GE90 values 50% higher in widebody crunch

GE90 engine values surge 50% as airlines face challenging decisions between costly shop visits and purchasing replacement engines

777-300ER fleet demographics and values - November 2025

Boeing's middle-market aircraft faces unfavorable economic timing

Shifting airline economics and reduced fuel sensitivity create challenging environment for new aircraft development in the 200-250 seat market segment